May 2019
Fund Research
Scottish Oriental Smaller Companies

SST has generated strong performance in falling markets, but is still sitting on a wide discount...

Fund Research
International Biotechnology Trust

We discuss the opportunity as biotech stocks trade at record low valuations, despite strong prospects for the sector...

Fund Research
Keystone Investment Trust

Keystone has moved to paying a quarterly dividend, making it potentially more attractive to income investors...

Fund Research
Schroder Income Growth

A trust with an exceptional track record for not only outperforming the benchmark, but also for delivering dividend growth...

Fund Research
JPMorgan US Smaller Companies Investment Trust

A trust that offers investors an excellent way to gain exposure to high quality, growth companies, through a low beta portfolio...

Fund Research
River and Mercantile UK Micro Cap Investment Company Limited

A highly concentrated trust with a strong track record since inception in 2014...

Fund Research
JPMorgan American

JAM has been re-invigorated by a new manager set-up, due to take effect at the end of May 2019...

Fund Research
Aberdeen Standard Equity Income

The long-standing manager, Thomas Moore, utilities a bottom up approach to identifying opportunities, and is entirely index agnostic in his approach...

Fund Research
Jupiter US Smaller Companies Trust

Jupiter US Smaller Companies Trust, run by Robert Siddles for the past 18 years, looks to invest in the areas of the market that lacks positive sentiment...

Fund Research
Baillie Gifford US Growth Trust

Baillie Gifford US Growth (USA) launched in March of 2018, aiming to produce long-term capital growth through investing in listend and unlisted US equities...

Fund Research
Baring Emerging Europe

Baring Emerging Europe offers a high dividend yield of 4.5% from its unique focus on a cheaply valued region ...

Fund Research
NB Private Equity Partners

A wide range of discount-narrowing initiatives have built a good foundation for investors in NBPE...

Fund Research
Invesco Perpetual Select Trust: Balanced Risk Allocation Shares

IVPB aims to provide an attractive total return in differing economic environments with a low correlation to equities and bonds...

Fund Research
Aurora Investment Trust

Three years on from the appointment of Phoenix as manager, Aurora Investment Trust has truly emerged from the ashes...

Fund Research
Rights & Issues Investment Trust

RIII takes a highly-concentrated approach to UK smaller companies...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.